The financial advice industry is entering a pivotal period of transition. Record levels of advisor-managed assets, shifting client demographics, and an aging advisor workforce are converging to raise the stakes for firms across every channel. As growth accelerates and competition intensifies, advisors are being asked to deliver more sophisticated service while simultaneously preparing their practices for continuity, scale, and long-term relevance.
In this section feature, Daniil Shapiro, Andrew Blake, Brad Bruenell, Chayce Horton, Stephen Caruso, and Andrew Larsen examine the structural forces shaping the advice profession in 2025. Drawing on industry data and observed practice trends, they explore how advisor demographics, succession planning pressures, and evolving business models are redefining what it takes to build resilient, future-ready advisory firms.
